Other · DOL Form 5500 · 2024
Evergreen Treatment Services Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 321
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $40,395
- Avg per participant Low balance/head
Official DOL plan name: Evergreen Treatment Services 403(b) Plan · Sponsored by Evergreen Treatment Services · Washington · Healthcare & Social Assistance
$13M in assets, 321 participants
Evergreen Treatment Services's Evergreen Treatment Services 403(b) Plan reported $13M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #11,261 in Healthcare & Social Assistance (16,916 peers)
Coverage in Washington
Evergreen Treatment Services 403(b) Plan covers 321 participants in Washington, about 22% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.
- #11,261
- in Healthcare & Social Assistance (16,916 peers)
- +19.0%
- assets growth YoY
Evergreen Treatment Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Evergreen Treatment Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,966,810 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Evergreen Treatment Services 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evergreen Treatment Services 403(b) Plan sits mid-pack in the medium band (321 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evergreen Treatment Services 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Evergreen Treatment Services 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Evergreen Treatment Services 403(b) Plan reported participants rose from 308 in the plan year 2023 filing to 321 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 910903529 · Evergreen Treatment Services PY 2024 · Other
Evergreen Treatment Services 403(b) Plan · $13M · 321 · 61st
- 5500 $13M
- 5500 321
- 5500 61st
- 5500 Other
- 5500 near Riveon Mental Health & Recovery Retirement Plan
- 5500 ind #11261
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Washington →
Evergreen Treatment Services 403(b) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 910903529 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evergreen Treatment Services)
Sponsor-wide plan assets over time
All Evergreen Treatment Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 55.45018094560699% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $8M |
| 2023 | 1 | 308 | $11M |
| 2024 | 1 | 321 | $13M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Evergreen Treatment Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Riveon Mental Health & Recovery Retirement Plan in OH ($13M); by covered participants it is Lifeserve Retirement Plan in IA (321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Riveon Mental Health & Recovery Retirement Plan (OH) $13M · 376
- The Unity Council 403(b) Plan (CA) $13M · 357
- Tri Valley Health System Retirement Plan (NE) $13M · 187
- Ninth District Opportunity, Inc. 403(b) Plan (GA) $13M · 462
Similar participant headcount
Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.
- Lifeserve Retirement Plan (IA) 321 · 0 off
- Baker University Defined Contribution Retirement Plan (KS) 321 · 0 off
- C.a.O. of Scioto County 403(b) Plan (OH) 321 · 0 off
- Piedmont Access to Health Services, Inc. 403(b) Plan (VA) 321 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.